The dashboard displays key metrics: Total Leads, Qualified, Active Deals, Revenue Closed, Conversion Rate, and Avg Deal Value. Widgets are fully customizable — show, hide, or drag to reorder. Your layout preferences save automatically.
The Analytics page provides: Form Analytics (submission counts and conversion rates by funnel), Lead Source Performance, Device Breakdown, Campaign ROI, Team Performance (deals assigned/closed/revenue per member), Avg Days on Market, Avg Offer-to-Ask Ratio, and Monthly Trend chart. Filter any report by date range, funnel type, or traffic source.
Machine learning predicts which leads are most likely to convert. Lead form responses are embedded and compared against patterns from your past converted leads using vector similarity search (Neon Postgres with pgvector). A prediction score is generated alongside the standard rule-based lead score. As you mark leads as converted or dead, the model improves over time.
InvestorFunnel automatically captures UTM parameters and referrer data for every lead. Multiple attribution models are supported: first-touch, last-touch, multi-touch, time decay, and linear. Attribution data is visible on each lead's detail page and in aggregate on the Analytics dashboard.
Appointment types define what leads can book: property showings, strategy calls, consultations, or any custom meeting. Go to Appointments → Appointment Types to create and manage them.
Each type includes a name, description, duration, buffer time, location/instructions, confirmation email template, and auto-confirm toggle.
Availability rules control when leads can book. Go to Appointments → Settings → Availability.
Set weekly available hours per day. Add availability exceptions for specific dates (holidays, travel). All availability is stored in your configured timezone. Team members can have their own availability schedules.
To enable the booking redirect on a funnel: go to Funnels → [Funnel Type] → Settings, enable Booking Step, and select the appointment type. After submitting the form, leads are redirected to your booking page automatically.
For property showings: the lead fills out the interest form (Step 1), then books a showing for that specific property (Step 2). Property context carries through to the appointment.
Route incoming bookings automatically with three options: Round Robin (distribute evenly), First Available (earliest open slot), or Specific Member (route all to one person). Configure under Appointments → Settings → Routing.
Automated email reminders are sent to leads and team members 24 hours before appointments. Reminders include the appointment type, date/time, location or meeting link, and a cancel/reschedule link.
A server-side cron job running cron/send-appointment-reminders.php at least once per hour is required for reliable delivery.
When a lead submits a form, they automatically enter a drip email sequence tailored to their funnel type. Navigate to Automations to configure sequences.
Create a custom sequence for each funnel type. Set the delay between each email (hours or days), customize the subject line and body, and track performance. The system tracks opens, clicks, and bounces for every email sent.
Emails are processed through a job queue that runs automatically every 15 minutes. The queue handles drip sequence emails, lead confirmation emails, team notification emails, and lead magnet delivery.
Get notified instantly when important events happen. The notification bell in the top nav shows unread alerts with a badge count.
Notification triggers: new lead captured, deal status changed. Enable SMS and Telegram notifications for real-time alerts on your phone.
Collect and display customer testimonials on your funnel pages. From the Reviews section you can add, approve, reject, toggle reviews on/off, control which funnel types display each review, and set display order.
Approved reviews appear automatically on the corresponding funnel landing pages.
Manage public FAQ content that appears on your funnel and property pages. From FAQs you can add, edit, delete, toggle on/off, and reorder FAQ entries. FAQs are also searchable via the global search overlay (Cmd+K).
The InvestorFunnel REST API lets you read and write leads, deals, properties, and notes programmatically. API access is included on the Gold plan only. Generate and manage API keys under Settings → API Keys.
Base URL: https://your-domain.com/api/v1/
Click Generate New Key, give it a name, choose the permission level (Read, Read+Write, or Admin), and copy the key immediately — it is shown only once. Up to 10 active keys, revoke any at any time.
All API requests must include your API key as a Bearer token in the Authorization header:
Authorization: Bearer if_live_a1b2c3d4e5f6...
Keys follow the format if_live_ followed by 48 hex characters. The key is hashed — InvestorFunnel never stores the raw key value after generation.
GET /api/v1/leads.php — List leads (paginated). Query parameters: status, funnel_type, search, sort, page, per_page (max 100).
GET /api/v1/leads.php?id=123 — Single lead.
POST /api/v1/leads.php — Create a lead (write permission required). Required: email. Optional: firstname, lastname, phone, funnel_type, source, notes.
PATCH /api/v1/leads.php?id=123 — Partial update (write permission required). Updatable: firstname, lastname, phone, source, status, funnel_type, lead_score. Email cannot be changed via API.
GET /api/v1/deals.php — List deals. Query params: status, page, per_page. Returns deal rows joined with lead name and email.
GET /api/v1/properties.php — List properties. Query params: type, deal_type, visibility, page, per_page. Results ordered by featured properties first, then newest.
Notes can be read and written for any lead, deal, or property.
GET /api/v1/notes.php?entity_type=lead&entity_id=123 — List notes in reverse-chronological order.
POST /api/v1/notes.php — Create a note (write permission). Required: entity_type (lead|deal|property), entity_id, body (max 2,000 chars). Optional: note_type (general|call|email|showing).
All responses are Content-Type: application/json. Single resources return {"data": {...}}. Lists return {"data": [...], "meta": {"total":...,"page":...,"per_page":...,"total_pages":...}}. Errors return {"error": "...", "code": "..."}.
HTTP codes: 200 Success, 201 Created, 400 Bad request, 401 Auth failed, 403 Permission denied, 404 Not found, 422 Validation error, 429 Rate limited (60 req/min), 500 Server error. Rate limit headers (X-RateLimit-Limit, X-RateLimit-Remaining, X-RateLimit-Reset) included on every authenticated response.
InvestorFunnel includes 10 purpose-built funnels for every lead type you'll encounter in real estate investing.
3 Core Funnels:
• Motivated Seller — Captures property details, asking price, timeline, motivation level, and condition. Pre-written sales copy addresses seller pain points.
• RTO Buyer — Captures budget, property preferences, purchase timeline, and lease-option/rent-to-own interest. Designed for retail buyers and lease-option candidates.
• Hungry Investor — Captures investment amount, strategy preferences, experience level, and geographic focus. Builds your private investor list.
7 Survey Funnels:
• Lender — Lending criteria, rates, geographic focus
• Apprentice / JV — Background, goals, availability for joint ventures
• Provider — Service provider intake (contractors, inspectors, etc.)
• Review — Collect testimonials and social proof
• Session — Schedule consultations and meetings
• Staff / Agent — Recruitment and team applications
• Contact — General open-ended inquiry form
Every funnel comes with pre-written sales copy, its own URL, thank-you page, and email confirmation sequence. All funnels are fully responsive and include honeypot spam protection.
Each funnel page is fully customizable from the admin panel. Navigate to Funnels to edit the content, colors, and images for each funnel type.
• Headline & Subheadline — Customize the hero text that appears above the form
• Description — Set the body copy that sells the lead on filling out the form
• Background Image — Upload a custom hero background per funnel
• Colors — Override your brand color per funnel if needed
• Thank-You Page — Customize what leads see after submitting
All content is managed through a CMS interface — no coding required.
Every funnel form is built using a drag-and-drop field editor. Navigate to Funnels → [Type] → Edit Fields to add, remove, or reorder form fields.
Supported field types:
• Text — Single-line text input
• Textarea — Multi-line text block
• Number — Numeric input with optional min/max
• Email — Email address with validation
• Phone — Phone number input
• Select — Dropdown with custom options
• Radio — Single-choice option group
• Checkbox Group — Multi-select option group
Mark any field as required to enforce completion before submission.
Every funnel has a unique URL you can share directly, link from ads, embed in your website, or post on social media. Find the link under Funnels → [Type] → Share.
QR codes are available for print marketing and bandit signs. UTM parameters are automatically tracked, so you can see exactly which channels, campaigns, and ad sets are driving submissions.
Lead magnets are free resources — guides, checklists, calculators, templates — that you offer in exchange for contact information.
Lead magnets are managed within the Funnels section. Each magnet has a title, description, benefits list, downloadable file, and performance tracking. Assign a lead magnet to any funnel. After a lead submits the form, the resource is delivered automatically via email.
After signing up, you'll land on your admin dashboard. Head to Settings first and fill in your company details — business name, logo, brand color, timezone, and contact information. This information appears across all your funnel pages, emails, and public listings.
Settings is organized into 10 tabs:
• General — Business name, URL, timezone, contact info, and SMTP email configuration
• Branding — Logo, accent colors, homepage funnel selection, social profile links
• Integrations — AI assistant, Twilio SMS, WhatsApp, Telegram, email list providers, and analytics
• Funnels — Enable or disable individual funnel types
• Listings — Deal type filters for your public listings page, lockbox settings
• Navigation — Toolbar visibility toggles: global search, quick-add button, notification bell
• Webhooks — Outbound webhook endpoints and trigger event configuration
• Automations — Email drip sequence settings and delivery queue
• Blog — Blog module settings and post management
• Domains — Custom domain connection and automatic SSL provisioning
Your admin dashboard shows everything at a glance with configurable widgets:
• Hot Leads — Highest-scored leads that need follow-up
• Deal Pipeline — Active deals grouped by pipeline stage
• Conversion Rate — Percentage of leads converting to deals
• Score Distribution — Breakdown of lead scores across ranges
• Properties — Recently added or active listings
• Activity Feed — Recent lead captures and deal updates
Toggle widgets on and off with the widget controls. Drag and drop any widget to rearrange the layout — your preferences save automatically.
The top navigation gives you access to every section: Leads, Deals, Properties, Analytics, Team, Funnels, Reviews, FAQs, Settings, and Profile.
Quick Add (+): The + button in the top nav lets you instantly create a new Lead, Property, Deal, Review, Blog Post, or Quick Note from any page.
Global Search (Cmd+K): Press Cmd+K (Mac) or Ctrl+K (Windows) to open the search overlay from anywhere. Search across leads, deals, properties, FAQs, and documentation. Use category pills to narrow results. Navigate with arrow keys and Enter.
Notifications: The bell icon shows unread notifications with a badge count. Click to see new lead captures, deal status changes, and other alerts. Notifications are marked as read automatically.
Under Settings → Branding, upload your logo and set your brand color. Every funnel page, thank-you page, and email your leads receive will carry your branding — not ours.
You can also configure your social media links here (Facebook, Instagram, LinkedIn, Twitter/X, YouTube, TikTok). Configured links appear as icons on your property detail pages and public-facing pages. Only icons for links you've set will be shown.
Custom domain support is included on all plans. Connect your domain so your funnels run on your own URL.
All plans include custom domain support. You can connect your own domain or subdomain. Go to Settings → Domain, enter your domain, and point a CNAME or A record to the address shown. SSL is provisioned automatically — your site will be live on HTTPS within minutes.
InvestorFunnel works on any domain, subdomain (e.g., leads.yourdomain.com), or subdirectory (e.g., yourdomain.com/funnel/).
Webhooks push lead data to external services in real-time. Go to Settings → Webhooks to configure them. Add a destination URL, select which events trigger the webhook (new lead, lead qualified, deal created, status change), and data is sent as a JSON payload.
Works with Zapier, Make (formerly Integromat), Pabbly Connect, or any custom endpoint that accepts POST requests.
Connect your Twilio account under Settings → Integrations to enable SMS notifications. Enter your Account SID, Auth Token, and Twilio phone number. SMS features include instant new-lead alerts, team member notifications, and lead details in the message. Included on all plans.
The Two-Way SMS Inbox lets you have real text conversations with your leads directly from the admin panel. Incoming replies are stored automatically and displayed in a threaded view on the lead's detail page.
Open any lead and scroll to the SMS Inbox panel. Type a reply and hit send — it goes out via your Twilio number. Requirements: Twilio credentials + incoming SMS webhook configured. Available on Pro plan and above.
Connect WhatsApp Business API for lead notifications and team alerts under Settings → Integrations. Instant alerts when new leads come in with the lead's name, phone number, and funnel type. Included on all plans.
Connect a Telegram bot for instant lead notifications.
1. Create a bot with @BotFather on Telegram and copy the bot token
2. Get your Chat ID from @userinfobot on Telegram
3. Enter both under Settings → Integrations → Telegram
4. Enable lead notifications
When a new lead submits any funnel, you'll receive a formatted Telegram message with their name, phone, email, funnel type, and lead score. Included on all plans.
Email delivery is configured under Settings → General. We recommend a transactional email service: Resend (generous free tier), Amazon SES ($0.10/1K emails), Postmark (excellent deliverability), or Gmail SMTP (low volume only, requires App Password).
Configure the built-in AI assistant under Settings → Integrations → AI Assistant.
Supported providers: OpenAI (GPT-4o, recommended), Anthropic (Claude Sonnet), Google (Gemini Flash). Choose between a floating chat bubble or integrated top-nav panel.
Cross-session AI memory: The AI remembers context from previous conversations. Manage saved memories under Settings → Integrations → AI Assistant → Memory.
Knowledge Base: Upload PDFs, scripts, SOPs, or market research for the AI to reference automatically.
Automatically add leads to your email newsletter or broadcast list on form submission. Supported platforms: Beehiiv, Sendy, Mailchimp, AWeber, GetResponse. Enter your API key and list ID for each platform under Settings → Integrations.
Send physical postcards and letters to leads directly from the CRM using the Lob API. Includes 4 pre-built REI templates (We Buy Postcard, Just Sold Postcard, Deal Alert Postcard, Yellow Letter) and automatic delivery tracking via webhook.
Setup: sign up at lob.com, paste your API key in Settings → Integrations → Direct Mail. Test keys (starting with test_) simulate mail at no cost. Pieces cost ~$0.48–$0.69 billed directly by Lob. Available on Pro plan and above.
Send contracts for e-signature directly from a deal or lead page using the DocuSeal API. Includes 5 pre-built REI templates: Purchase Agreement, Assignment Contract, JV Agreement, Option Agreement, Earnest Money Agreement.
Setup: sign up free at docuseal.com, copy your API key, paste in Settings → Integrations → eSign, then copy the Webhook URL and add it in DocuSeal → Webhooks. DocuSeal has a free tier — you are billed directly. Available on Pro plan and above.
The built-in Power Dialer lets you make outbound calls from your browser without switching apps. Calls, recordings, and dispositions are stored alongside your lead data.
Requirements: Twilio credentials configured, Elite plan or above. One-time setup via Dialer → Settings. Dispositions include Hot, Warm, Not Interested, Callback, Wrong Number, DNC, No Answer, Voicemail, and Busy. Calls are billed by Twilio at ~$0.013/min.
Connect your Google or Microsoft (Outlook) calendar so confirmed appointments are automatically pushed as events — and cancellations remove them — without manual entry.
Connect from Appointments → Settings → Integrations. Both providers can be connected simultaneously. When an appointment is confirmed, an event is pushed with the lead's name, appointment type, and location/notes.
The AI Deal Analyzer provides an instant underwriting report — ARV estimate, comparable sales, Maximum Allowable Offer (MAO), and a deal score — without leaving InvestorFunnel.
Open a lead detail page and click Analyze Deal, or navigate to Deals → Deal Analyzer. The AI pulls comparable sales, estimates ARV, calculates MAO, and generates a deal score (0–100). Click Add to Pipeline to create a deal with financials pre-filled. Requirements: AI provider API key configured, Elite plan or above.
Connect Google Analytics 4 (enter your GA4 Measurement ID G-XXXXXXX) or PostHog (enter your project API key and host) under Settings → Integrations. Page views and form submission events are tracked automatically. InvestorFunnel's built-in Analytics module tracks UTM attribution without any external tool.
Every lead progresses through defined stages:
New → Contacted → Qualified → Converted (or Dead)
Update a lead's status from the detail page using the status dropdown. All status changes are logged in the activity timeline automatically.
The Leads page shows every lead across all funnels. Click any lead to see their full detail page — contact info, form responses, activity timeline, notes, and qualification status.
Filter controls: Funnel Type, Status, Date Range, and Search by name or email.
Every lead is automatically scored from 0–100 based on their form responses, engagement signals, and qualification criteria. Factors include completeness, property value, timeline urgency, geographic match, and engagement signals.
High-scoring leads are flagged in the Hot Leads dashboard widget so you can prioritize follow-up.
Move qualified leads into the Deals pipeline to track them through the closing process.
Pipeline stages: Prospect → Qualified → Negotiating → Under Contract → Closed Won
Deal types: Cash, Owner Finance, RTO, Rental, STR
Each deal tracks purchase price, estimated repairs, ARV, profit margin, and profit amount. Assign deals to team members directly from the deal detail page.
Every lead and deal has a timeline showing all activity — form submissions, emails sent, status changes, and manual notes.
Add notes with a type tag: Call, Email, Text, Meeting, or Note. Each entry shows the author's initials, a timestamp, and the note type badge.
The Seller Experience Portal gives motivated sellers a branded status-tracking page they can visit after submitting their information. Sellers see a visual progress timeline, friendly copy explaining each step, and your branding — not ours.
The portal URL is unique per lead and included in the seller's confirmation email. As you advance the lead through your CRM pipeline, the portal updates automatically. Available on Elite plan and above.
Go to Properties → Add New to create a listing. Core fields include address, property type, deal type, beds/baths/sqft, asking price, and status. Content fields include description, key features, highlights, video embed URL, and visibility toggles for homepage and listings page.
Upload multiple photos at once from the property edit page. Drag rows to reorder — the first image is used as the primary/featured image everywhere. The public property detail page shows a full-screen photo carousel.
Your public listings page displays all properties marked as visible. It includes a grid/list view toggle, deal type filter, property cards with featured image and details, and links to full detail pages. Configure listings settings under Settings → Listings.
Each property has a public-facing detail page showing the full photo carousel, price and specs, description and key features, video embed, agent signature block, social share links, contact form, and social media icon links.
Set a lockbox access code from the property edit page for properties with self-showing capability. Visitors must enter the correct code on the listings page to reveal lockbox details. Wrong codes are logged for security.
Enable 2FA under Profile → Security. Scan the QR code with any TOTP authenticator app (Google Authenticator, Authy, 1Password, Microsoft Authenticator) and enter the verification code. After setup, you'll need the code on every login. Included on all plans.
Add team members under Team. Each team member gets their own login credentials and role-based access. Assign leads and deals to specific members. Performance is tracked per team member (deals assigned, closed, revenue, conversion rate). Activity log entries are attributed to the team member who created them.
InvestorFunnel is built with security at every layer: prepared statements for all DB queries (SQL injection prevention), input sanitization and HTML escaping (XSS prevention), CSRF tokens on every form, bcrypt password hashing, secure session cookies (HttpOnly, Secure, SameSite), session timeout after 30 minutes, TOTP 2FA, rate limiting (5 form submissions/min per IP, 5 login attempts per 15 min), CSP with nonce-based inline script protection, and honeypot spam protection on all forms. Your data is fully isolated from other accounts.
Use the Forgot Password link on the login page to reset your password. Enter your admin email and a reset link will be sent. You can also change your password anytime from Profile while logged in.
Password reset links expire after a limited time. If you have 2FA enabled, you'll still need your authenticator code after resetting your password.